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Sectors Up Close: 'It's all about supply' in energy markets

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February 23, 2026

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The energy sector has unexpectedly been the standout performer of 2026. John Stoltzfus of Oppenheimer Asset Management told Reuters that conflict with Iran could disrupt supply, and it doesn't mean there will be a longer-lasting reason to buy energy shares.

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Sectors Up Close: 'It's all about supply' in energy markets · Reuters · Sentinel